See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,319 | $29,667-7.9% | $56,441-51.6% | $80,874-66.2% |
| Participation rate | 27.4% | 41.7%-14.3pp | 52.5%-25.1pp | 67.6%-40.3pp |
| Annual return | 12.15% | 35.22%-23.1pp | 1704.21%-1692.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $498 | $669-25.6% | $1,039-52.0% | $2,756-81.9% |
| Participant deferral / active EE | $1,408 | $1,227+14.8% | $1,953-27.9% | $4,297-67.2% |
| Admin fee / account holder | $3,135 | $2,429+29.0% | $2,829+10.8% | $6,935-54.8% |